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MRISX: Marshall International Stock Y (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/08/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -22.8 | 7.1 | -9.7 | 1.2 | 1.6 | 2.3 | 0.0 | -18.7 | 11.0 | 26.7 | -48.1 | 8.4 | 24.1 | 16.4 | 11.2 | 34.8 | -18.4 | -22.9 | -16.6 | 54.6 | 3.3 | 10.9 | 10.2 |
| Sharpe Ratio | NA | -0.89 | 0.31 | -0.37 | 0.0 | NA | 0.01 | -0.01 | -0.68 | 0.53 | 1.0 | -1.18 | 0.26 | 1.32 | 1.37 | 0.64 | 1.97 | -1.05 | -1.48 | -1.06 | 3.42 | -0.01 | 0.61 | 2.62 |
| Draw Down(%) | NA | 27.7 | 27.7 | 64.0 | 64.0 | NA | 64.0 | 1.6 | 27.0 | 17.7 | 25.4 | 58.1 | 14.7 | 17.6 | 7.9 | 17.6 | 16.5 | 27.9 | 36.2 | 28.1 | 9.2 | 28.0 | 11.5 | 4.4 |
| Standard Deviation(%) | NA | 25.7 | 22.6 | 28.0 | 22.8 | NA | 20.5 | 7.3 | 27.4 | 20.6 | 26.5 | 41.3 | 19.8 | 15.8 | 10.4 | 16.0 | 17.3 | 18.6 | 17.3 | 19.6 | 15.0 | 18.4 | 11.9 | 6.3 |
| Treynor Ratio | NA | -0.26 | 0.08 | -0.11 | 0.0 | NA | 0.0 | 0.0 | -0.19 | 0.12 | 0.3 | -0.5 | 0.05 | 0.19 | 0.15 | 0.11 | 0.32 | -0.22 | -0.28 | -0.19 | 0.51 | 0.0 | 0.11 | 0.29 |
| Alpha | NA | -0.07 | -0.02 | -0.03 | -0.02 | NA | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | -0.05 | -0.02 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | 0.08 | -0.05 | 0.02 | 0.05 |
| Beta | NA | 0.86 | 0.91 | 0.94 | 0.95 | NA | 0.94 | -0.1 | 0.98 | 0.94 | 0.89 | 0.97 | 1.09 | 1.12 | 0.94 | 0.97 | 1.07 | 0.9 | 0.93 | 1.12 | 1.0 | 0.85 | 0.65 | 0.58 |
| RSquared | NA | 0.81 | 0.88 | 0.9 | 0.88 | NA | 0.85 | 0.05 | 0.96 | 0.94 | 0.92 | 0.93 | 0.86 | 0.9 | 0.86 | 0.69 | 0.76 | 0.92 | 0.86 | 0.7 | 0.72 | 0.81 | 0.7 | 0.6 |
| Yield(%) | N/A | 0.0 | 2.4 | 3.8 | 5.2 | 5.2 | N/A | 0.0 | 0.0 | 2.4 | 3.5 | 3.9 | 13.5 | 12.8 | 0.9 | 0.6 | 0.5 | 0.0 | 0.0 | 8.8 | 11.6 | 2.0 | 4.3 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | -89.7 | 53.2 | N/A | N/A | N/A | N/A | -100.0 | -15.6 | -56.2 | -72.7 | 14.8 | 1565.2 | 66.7 | 56.8 | N/A | N/A | -100.0 | 6.1 | 508.0 | -49.8 | 42.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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